BECKER FINANCIAL GROUP - Key Persons
Damon Becker has been working as an Investment Advisor Representative since 1991. He provides fee-based comprehensive financial planning services to his clients.
Mr. Becker graduated from Oregon State University in 1990 with a Bachelor of Science Degree in Economics. He is a LPL Investment Advisor Representative, a LPL Registered Principal, a licensed stockbroker and holds various insurance licenses with LPL Financial.
Mr. Becker is a featured speaker at local utility companies and professional associations covering the areas of retirement and investment planning. He is a recipient of the National Life Underwriters' National Quality Award and was an ambassador at the San Ramon Chamber of Commerce.
He specializes in working with individuals in the areas of retirement planning, investment planning, estate planning and works with business owners in the area of employee benefits and pensions.
Job Titles:
- Insurance
- LPL Investment Advisor Representative
Joshua began his career in financial services in 1998 with Franklin Templeton Investments. He worked with WM Financial Services (WMFS), an affiliate of Washington Mutual, Inc., since December of 2004. Joshua graduated from Heald College with an Associate in Applied Science degree in Business Administration with an emphasis in Accounting in 2005 and joined LPL Financial in 2007.
Joshua is a LPL Investment Advisor Representative which allows him to provide fee-based comprehensive financial planning services to his clients. He specializes in working with individuals in the areas of retirement planning, investment planning, estate planning, and in the area of all employee benefits and pensions. He is a Pacific Service Employees Association (PSEA) member of the Sacramento Chapter.
Joshua is committed to working closely with you to help you plan to achieve your short and long-term financial goals.
Job Titles:
- Administrative Consultant / Shannon
Shannon is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors' practices. She partners with advisors to provide support on administrative tasks and client management functions.
Shannon has over 10 years of experience in the insurance industry working as an administrative associate. She joined LPL in 2018 to apply her experience working with advisors in the Admin Solutions Program.
Wilko Schutzendorf graduated from San Francisco State University in 2000 with a Bachelor of Science Degree in Business Administration with a concentration on Finance. He is an LPL Investment Advisor Representative. Before working for LPL Financial Wilko worked in banking and real estate.
He specializes in working with individuals in the areas of retirement planning, investment planning and estate planning.
Wilko was born and raised in Spain by German parents and went to British schools. He is fluent in English, German, Spanish and Catalonian.